Kodiak Investment Management
Balance Integrity Wisdom Trust Discipline
Welcome
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We are a full service registered representative and investment advisor representative for the
securities industry. We assist individuals, businesses and charities, regardless of size, in reaching
their financial goals. We are located in Aitkin, Minnesota, in the heart of the lake country of north
central Minnesota.
securities industry. We assist individuals, businesses and charities, regardless of size, in reaching
their financial goals. We are located in Aitkin, Minnesota, in the heart of the lake country of north
central Minnesota.
Balance – it’s what matters most, both when managing your financial gifts, as well as in life. We
can help balance your current desires with your future desires, your desire to leave a legacy with your
current life style, and your responsibilities toward your family and loved ones with your social,
philanthropic, and other outside obligations.
can help balance your current desires with your future desires, your desire to leave a legacy with your
current life style, and your responsibilities toward your family and loved ones with your social,
philanthropic, and other outside obligations.
Kodiak was founded on this principle as well as the core values of integrity and trust. Fair and
upfront dealings regarding fees, costs, investment vehicles, philosophy, market conditions, and
service, are fundamental expectations and form the basis for our relationships with our clients.
upfront dealings regarding fees, costs, investment vehicles, philosophy, market conditions, and
service, are fundamental expectations and form the basis for our relationships with our clients.
We believe that, among other things, your life experience and situation is unique and deserves
an individual and unique approach. We strive to consider all aspects of your life, your philosophy for
living, and your desires regarding your legacy.
an individual and unique approach. We strive to consider all aspects of your life, your philosophy for
living, and your desires regarding your legacy.
We are your point person. Whatever title you use, since we have daily contact with your portfolio
and are aware of your total financial picture, we are in the best position to spot gaps in your financial
life, find solutions, and work with your circle of professionals to keep you on track.
and are aware of your total financial picture, we are in the best position to spot gaps in your financial
life, find solutions, and work with your circle of professionals to keep you on track.
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| Securities offered through NEXT Financial Group, Inc. (NEXT), member FINRA, SIPC, a registered Investment Advisor. Kodiak Investment Management is not an affiliate of Next Financial Group. Neither NEXT Financial Group, Inc. nor its representatives are qualified to give tax or legal advice. Please consult your tax or legal professional regarding your particular situation. Kodiak Investment Management, 16 2nd St NE Aitkin, MN, 56431 Phone: 218-927-1800, Fax: 218-927-1803. To view NEXT Financial Group's privacy policy and other important information, visit the "Clients" section of www.nextfinancial.com. www.SIPC.org www.finra.org |
©2009 Kodiak Investment Management All Rights Reserved
No Derivatives; No Subprime; No Wire House affiliations;
Independent Investment Advisor Representative, Independent broker-dealer, and
independent custodian.